Market Outlook 2026: Financial, Consumer Discretionary, Large-Cap IT to Boom

• Rohit Sarin (Client Associates) predicts financial & consumer discretionary sectors to lead in 2026 due to improved domestic demand.
• Large-cap IT stocks are expected to see a re-rating in 2026, driven by strengthening demand and improving global macro conditions.
• Large-cap shares are preferred for investment in 2026 due to favorable valuations, better risk-reward, and strong balance sheets.
• Indian markets anticipate good returns in 2026, with potential for FII investment if domestic consumption rises.
• Large-cap IT is considered reliable due to its scale, consistency, and ability to effectively manage market cycles.

Why It Matters: Financial, consumer discretionary, and large-cap IT sectors are poised for growth in 2026.